BRIAN PATRICK ROBERTS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with ROBERTS WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROBERTS WEALTH ADVISORS, LLC | 2021-01-29 | present | Yes |
| NELSON CAPITAL MANAGEMENT, LLC | 2015-05-15 | 2020-11-06 | — |
| NELSON CAPITAL MANAGEMENT | 2003-01-07 | 2004-11-16 | — |